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Confessions Of A Financial Planner How To Get Great Advice Avoid Financial Scams
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Book Synopsis Confessions of a Financial Planner: How to Get Great Advice & Avoid Financial Scams by : David Holland
Download or read book Confessions of a Financial Planner: How to Get Great Advice & Avoid Financial Scams written by David Holland and published by Lulu.com. This book was released on 2011-07-08 with total page 77 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Confessions of a Financial Planner: How to Get Great Advice & Avoid Financial Scams, author and adviser, David D. Holland, demystifies the process of choosing an investment adviser or planner. He also raises the red flag in an effort to expose those who could potentially bring financial harm. Filled with David's practical insights from 20 years of financial services experience, this book provides plain English answers to critical questions, such as: How do I find the best adviser for me? What questions should I ask? How do I know an adviser has my best interests at heart? How can I lessen my chances of becoming the victim of a financial scam?
Book Synopsis Confessions of a Financial Planner by : David Holland
Download or read book Confessions of a Financial Planner written by David Holland and published by Lulu.com. This book was released on 2011-05-20 with total page 170 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Confessions of a Financial Planner: Secrets to a Secure Retirement, author and adviser, David D. Holland, reveals what every serious investor should know to achieve a comfortable retirement. Filled with David's practical insights from 20 years experience, ""Secrets"" provides plain English answers to critical questions, such as: How do I achieve a lifetime of retirement income? What do I do about inflation? How do I address the costs of long-term care? How do I make the right investment choices?David has a reputation for innovative thinking and he is one of the most credentialed financial advisers in the country.
Book Synopsis Who Can You Trust With Your Money? by : MST Bonnie Kirchner -
Download or read book Who Can You Trust With Your Money? written by MST Bonnie Kirchner - and published by . This book was released on 2010 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Bonnie Kirchner is perhaps the only person in America who is qualified enough to write this book. She has the experience, the firsthand knowledge, and the credibility to help you find a personal financial advisor you can trust. In ways no other author could, she helps you navigate the oftentimes treacherous world of personal financial advice and helps you learn how to find someone you can trust with your money, your financial plan, and your life's goals."--Robert Powell, Editor, Retirement Weekly ; Retirement Columnist, MarketWatch.com/retirement " This book is a must read for those consumers thinking about hiring a financial advisor and for those who have one already. Bonnie shares her personal story so that you can be protected from the scammers and the thieves that seem to lurk in the shadows. 99% of financial advisors are the good guys that wear the white hats and really want to help their clients succeed. Bonnie can help you sift through the masses to weed out that bad seed." - Dee Lee, CFP®, Harvard Financial Educators and Personal Finance Editor, WBZ radio-CBS affiliate, Boston " The two biggest risks to your financial well-being are not the markets and the economy; they are fraud and bad advice. The author shares her personal story of how this can happen even with those we trust the most. More importantly, she gives you the knowledge of what financial planning is all about and then how to steer clear of potential fraud or just plain bad advisors!" - Dave Caruso, CFP®, Chairman and CEO, Coastal Capital Group Is Your Financial Advisor Stealing From You? If it could happen to Bernie Madoff's clients, it could happen to you. Make sure it doesn't. Bonnie Kirchner reveals the hidden signs that could mean you're getting ripped off-and what to do about it if you are. You'll also learn how to identify a truly reputable advisor and build a relationship that gives you your money's worth. Nobody's more qualified than Kirchner to write this book. She's a CERTIFIED FINANCIAL PLANNER"!professional who was one of New England's leading TV personal finance reporters. And, as the unwitting victim of her ex-husband, notorious Ponzi schemer Brad Bleidt, she found her own life ripped apart by one of the nation's biggest financial scandals. Since divorcing Bleidt, she's devoted herself to understanding exactly how financial scammers operate. This book shares everything she learned the hard way-so you won't have to! - Choose a capable advisor you can t ...
Book Synopsis Who Can You Trust With Your Money? by : Bonnie Kirchner
Download or read book Who Can You Trust With Your Money? written by Bonnie Kirchner and published by Pearson Education. This book was released on 2010-01-19 with total page 264 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bonus content "Getting the Financial Help You Need" included in this digital edition. Is Your Financial Advisor Honest? Are You Sure? Learn how to: Choose an honest, qualified financial advisor and avoid the crooks Spot the warning signs that you’re being ripped off Empower and protect yourself, and get more help for your money Is your financial advisor the next Bernie Madoff? Can you afford not to know? Get this book, and find out! Read Bonnie Kirchner’s unforgettable personal story: Her sudden realization that she was married to one of the nation’s worst financial fraud artists. Then, follow Kirchner’s journey...learn what she learned about detecting financial scammers...discover the questions you must ask and the steps you must take so it never happens to you!
Book Synopsis Getting Started in Finding a Financial Advisor by : Charles A. Jaffe
Download or read book Getting Started in Finding a Financial Advisor written by Charles A. Jaffe and published by John Wiley & Sons. This book was released on 2010-03-18 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: An accessible guide that contains the tools needed to find trustworthy financial assistance Given the events of the past two years-from bankruptcies to financial scams-it is more important than ever that investors understand who they are hiring to handle their finances. Getting Started in Finding a Financial Advisor explores the important relationship between an investor and their financial advisor and examines how you should go about finding potential candidates. Along the way, it shows you how to interview and check the credentials of six key types of advisor so that you can spot and avoid rogues, scam artists, and incompetents. You will also learn how to understand what can happen if the institution or the advisor ends up in financial or legal difficulty. This insightful and useful guide Helps you determine the kind of advisor best-suited for your situation Provides interview questions, discusses what credentials really mean, and which are important Explains in detail the issue of fiduciary responsibility of financial advisors, so you can find helpers who are on your side Most people who give advice about money are trusted without actually earning that trust. Getting Started in Finding a Financial Advisor helps you set the highest standards, allowing you to locate professionals who can be trusted to protect your financial well-being and help you prosper.
Download or read book How to Smell a Rat written by Ken Fisher and published by Wiley + ORM. This book was released on 2009-07-08 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: The money manager and New York Times–bestselling author explainshow to protect yourself from fraud: “Fisher details the red flags that should alert investors.”—Associated Press Whether it’s small-scale or large, a pump-and-dump or a Ponzi scheme, financial fraud is nothing new. Where there’s money, there are scammers—and it’s up to you to understand their playbook and ask the right questions to avoid getting taken. With a decades-long career in the industry, the founder of the multibillion-dollar money management fund Fisher Investments offers a clear guide to detecting the warning signs. Filled with in-depth insights and practical advice, this reliable resource: Prepares you to identify and avoid financial scams that could instantly destroy your wealth Contains both recent and historic examples that highlight how financial frauds are committed Provides questions everyone should ask before entering any investment endeavor “With five straightforward rules that would have saved any investor from Bernie Madoff, investment firm CEO and Forbes columnist Fisher gives readers a secure plan for fraud-proof investing, worthwhile for novices and sophisticated financiers alike…Much more than what to avoid, Fisher’s concise guide should be highly illuminating and confidence-building for anyone with a bank account.” —Publishers Weekly, starred review
Book Synopsis A Shocking Revelation by : Bonnie S. Kirchner
Download or read book A Shocking Revelation written by Bonnie S. Kirchner and published by . This book was released on 2010 with total page 10 pages. Available in PDF, EPUB and Kindle. Book excerpt: This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats. "How could I not have known?" What you can learn from Bonnie Kirchner's tragic, deeply-personal experience with one of the nation's most notorious financial scammers For years, I had been reporting on financial scandals. I would cringe every time I had to do another story on a corrupt financial planner taking advantage of unsuspecting citizens, discrediting the field to which I'd dedicated much of my life. Little did I know, my own life was encased in a bubble of deception that was about to burst...
Book Synopsis Who Can You Trust with the Financial Planning of Your Money? by : Bonnie Kirchner
Download or read book Who Can You Trust with the Financial Planning of Your Money? written by Bonnie Kirchner and published by Pearson Education. This book was released on 2010-06-07 with total page 18 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the eBook version of the printed book. This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats. Understand the field of financial planning, so you can get the advice you need--and can rely on. Financial planning includes many components, and it is difficult for any one advisor to be expert in all of them. It’s similar to medicine. Some advisors with a broad base of knowledge act as generalists, often working with clients in a holistic manner--but they might have to find “specialists” in more complex situations. Whoever you work with, though, you need an integrated financial plan....
Book Synopsis Spotting Red Flags by : Bonnie Kirchner
Download or read book Spotting Red Flags written by Bonnie Kirchner and published by Pearson Education. This book was released on 2010-06-14 with total page 23 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the eBook version of the printed book. This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats. Recognizing the red flags that can appear while you’re searching for a financial advisor. Red flags can pop up at various stages during your journey in search of the perfect advisor. Pay attention to them: They’ll help you narrow down your list of potential candidates, and they might save you a lot of grief down the road. First, as you collect names of potential advisors to interview, do a FINRA broker check.
Book Synopsis How to Pick a Financial Advisor by : John Woodman
Download or read book How to Pick a Financial Advisor written by John Woodman and published by Bright Horizon Press. This book was released on 2014-10-27 with total page 78 pages. Available in PDF, EPUB and Kindle. Book excerpt: Thinking of hiring a financial advisor? A good advisor (versus no advisor, or a bad one) can mean the difference between a happy financial future... and disaster. In this quick-to-read, straightforward guide, John Woodman first explains why you may need a financial advisor, then tells how you can find a good one. He outlines the differences between five types of advisors, gives tips on how to avoid scammers, and suggests ways to help keep an advisor from running your investments into the ground. This guide is geared especially to people who have $50,000 or more in investable assets. However, some of the tips (such as those on avoiding scammers) should be useful to anybody with money to invest.
Book Synopsis The White Coat Investor by : James M. Dahle
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Book Synopsis My Husband, the Investment Scammer by : Bonnie Kirchner
Download or read book My Husband, the Investment Scammer written by Bonnie Kirchner and published by Pearson Education. This book was released on 2010-04-16 with total page 21 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the eBook version of the printed book. This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats. How scam artists fool even the smartest people (the secret: they’re not at all what you expect)... Most of us like to believe we are somewhat savvy and can spot a phony or sense if something is not quite right. It is because successful scam artists are so incredibly good at making people feel comfortable that they are able to execute without suspicion. This was certainly the case with my ex-husband, Bradford Chester Bleidt.
Download or read book Bad Advisors written by Roccy DeFrancesco and published by . This book was released on 2011-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Americans depend on their financial advisors to give them sound advice, advice that will help them make good investments and secure their financial future. So why--with all the advice they receive from their advisors--have Americans lost trillions of dollars in the stock market, their 401ks, pension plans, and IRAs in just the last 3 years?Here's a SECRET: Many financial advisors are forbidden from giving you the "best" advice. Also, many financial advisors are either not properly trained to give you the "best" advice or they're more concerned about selling you a product or service than they are about helping you achieve your financial goals, the consequences of which are often catastrophic. In this controversial book, Roccy DeFrancesco, the leading trainer of advanced planning concepts for financial, insurance, mortgage, accounting, and legal professionals, exposes the financial industry's dirty little secrets and unveils the worst fears many people have about their financial advisors. In Bad Advisors, you will learn how to:-Eliminate the causes of doubt and fear of losing your assets-Remove stress while dramatically increasing your wealthRoccy exposes insider secrets that you need to know to protect yourself and your family from "bad advisors." Roccy also gives you questions to ask your financial advisor to determine if he or she is truly concerned about you and your financial goals.After you read this book, you will have all the tools you need to make an informed decision when it comes to hiring (or firing!) your financial advisor.
Book Synopsis Shocking Revelation, A: why You Should be Very Careful about which Financial Advisor You Choose by : MST. Bonnie Kirchner CFP®
Download or read book Shocking Revelation, A: why You Should be Very Careful about which Financial Advisor You Choose written by MST. Bonnie Kirchner CFP® and published by . This book was released on 2010 with total page 10 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the eBook version of the printed book. If the print book includes a CD-ROM, this content is not included within the eBook version. This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats."How could I not have known?" What you can learn from Bonnie Kirchner's tragic, deeply-personal experience with one of the nation's most notorious financial scammers. For years, I had been reporting on financial scandals. I would cringe every time I had to do another story on a corrupt financial planner taking advantage of unsuspecting citizens, discrediting the field to which I'd dedicated much of my life. Little did I know, my own life was encased in a bubble of deception that was about to burst ...
Download or read book Simply Money written by Nathan Bachrach and published by Wiley. This book was released on 2012-11-27 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: The investor's guide to choosing and working with a financial advisor, from two veteran financial advisors and radio personalities The investment advice industry failed to detect the enormity of the impending economic crisis that hit in 2008, and therefore failed the consumer. But in the years that have elapsed, nothing has changed. The need for financial advice hasn't gone away, but the need to know when you have a good advisor—and what makes a good advisor—has become greater than ever. That's where Simply Money: Developing and Managing a Winning Relationship with Your Financial Advisor comes in. Designed to ensure that readers won't have to experience such devastating failure again, the book is an invaluable financial guidance resource, whether you work with a financial advisor or go it alone, showing readers how to evaluate their advisor and whether or not they even need professional help. Learn the questions you need to ask to find the right financial advisor and/or develop a financial strategy that meets your needs Authors Nathan Bachrach and Ed Finke are well-regarded in the financial services industry and have been ranked by Barron's as top 100 wealth advisors since 2006 Builds on the popularity of the author's Simply Money radio show, that has been bringing financial wisdom to the public for years Accessible but in-depth, Simply Money shows you exactly how to get a financial advisor and strategy that will last for the long term.
Book Synopsis The Great Fraud Fightback: The True Story of One Woman's Struggle Against an International Crimewave by : Amber Waheed
Download or read book The Great Fraud Fightback: The True Story of One Woman's Struggle Against an International Crimewave written by Amber Waheed and published by Nielsen Book Services. This book was released on 2021-02-10 with total page 570 pages. Available in PDF, EPUB and Kindle. Book excerpt: Landmark Dubai court case comes to life in a book. Discover the remarkable events behind a story that made international headlines. FINANCIAL ADVISORY FRAUD - an epidemic of international crime carried out by untouchables who seem to get away with it time and time again. Facing cost, complication, and litigation, few have been able to challenge these con artists in expensive suits who prey on the vulnerable from all levels of society. Read the true story of someone who did stand up to them when she too was a victim. A one-woman army who took on the fraudsters and obtained justice after an unprecedented two-year trial that took place in the Dubai courts but covered an international web of deceit. This is fact that often reads like fiction: a rollercoaster ride that has offered hope to thousands of victims and will leave you deeply questioning the current state of the Financial Advisory industry. The Great Fraud Fightback is a real-life tale full of colourful characters, despicable individuals and timely advice for anyone thinking of investing their own money with smooth talking advisors. What does the reader learn from the book? It will educate people about the author's experience to fight for justice after being duped by an adviser who invested money in high-risk funds, which were against her original instructions, in order to generate large amounts of commission for himself. Mis-selling and fraud is a problem in many countries around the world, this book reveals how the author was treated by different jurisdictions and regulators around the world. How to financially educate yourself is key, one of the chapter's is written by international bestselling author Robert Rolih. Waheed's book also contains legal templates offering a roadmap to help other people navigate similar complex legal cases. More so, it's the perfect antidote to victims and those seeking to safeguard themselves from becoming victims. "Financial advisory fraud appears extremely complex, but when you cut through the smoke and mirrors, you realise it simply involves a range of tricks to manipulate critical financial decisions by vulnerable clients for personal financial gains".Felicity Glover, the Personal Finance Editor at The National newspaper, is joined by Ms Waheed who talks about her experience and offers advice to victims of financial fraud. http: //How to protect yourself from financial fraud - Pocketful of Dirhams
Download or read book The Wealth Maze written by Joe Chornyak and published by Forbesbooks. This book was released on 2021-05-04 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Have you ever wondered how much an investment is really costing you in hidden fees? Joe will show you. Are you concerned about how to create a legacy and what will happen to it once you're gone? Joe knows because most of his clients are with him for life. With knowledge that comes from years of experience and integrity that comes from the heart, Joe Chornyak can help you find a stronger, more secure, and more realistic financial path--starting now."--Page 4 of cover
